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Browse these retirement planning services with great ratings from Thumbtack customers in Petaluma.
Jeffrey has fought my battles and won( old issues from my last tax advisor) He has helped my mom and friends. Honestly, his background and intelligence level reaches far beyond what he charges. I highly recommend him. My mom found him at HR Block 3 or 4 years ago. I have been self employed for over 10 years. Jeffrey helps me find ways (iras and quarterly taxes) to be successful on a yearly and retirement basis without ending the year paying a huge check. He is my hero!!! Call him!!!
Charlotte is knowledgeable, friendly, resourceful and charges reasonable rates. Will definitely continue to work with her for taxes and retirement planning.
Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting
I am very pleased with my financial planner. She has covered everything that I needed from planning a perfect budget to fit my lifestyle to investing in stocks as well as planning my retirement. With her friendliness and patience to help me learn the tools to my investing goals; I would not hesitate I'm recommending her to my family and friends!
Very easy to work with, will definitely hire again next year!
Lea Ann has done supervisory and accounting work for our businesses for several years. She has overseen our bookkeeping staff, taught them Quick Books, reviewed their work product and made sure everything was done correctly. Lea Ann came in on a regular basis each month for as many hours we needed her and made her self available on extra days whenever we needed her. She works quickly and efficiently as well as being pleasant to have in the office. We were always happy with the quality and thoroughness of her work. She made sure all our records were prepared to go to the accountant at tax time and interfaced with the accountant which saved us a lot of money in accounting fees. Lea Ann worked well with our staff and ourselves and was a valued member of our businesses until we sold two years ago. Lea Ann still helps me on an informal basis, although I am retired, with Quick Books which I use to manage my real estate holdings. She makes herself available over the phone or in person as needed. I rely on her and she never disappoints.
Doug specifically has been outstanding. When dealing with your hard earned money you want someone who genuinely cares about the person and not just the business aspect.. Doug embodies that. He has been patient, flexible, understanding and most of all...knowledgeable when I have questions or concerns regarding my investments. I’m a beginner and feel I have a guy on my side supporting my decisions and backs his support up with high quality data analysis to assist in those decisions. Doug has been great and I’ve found my financial family for life. Thank you Doug!!!🙏🏽
Tyler helped us pay off all of our debt! It seemed like we didnt have enough left at the end of each month. Now we have an emergency fund and a tax free retirement plan. Our returns are averaging about 12%. A true blessing to our family.
Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies. While we proudly serve a variety of individuals and families, our firm recognizes the unique needs of those in retirement transition and seeking income as well as wealth preservation strategies to sustain their lifestyle objectives.
I am offering financial research services, enabling venture capitalist clients to decide on the investment opportunities.
Serving San Ramon, CA, and the outlying areas, Bruce Wilson of Crow Canyon Investment Financial Planning is offering services including, but not limited to, the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.
We are a great place to get financial advice with more than 25 products that you can sell. Come, and be one of the top in your class.
Waddell Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
Clients of Shield Wealth Management enjoy personalized and flexible financial planning and portfolio management services. Most clients find being able to meet after business hours or during the weekend very helpful and convenient.
Chrysalis Capital Group, LLC is a FINRA investment banking firm and broker/dealer, specializing in the purchase and sale of privately owned companies and investment properties with an emphasis on tax advantaged transactions. We help business and property owners plan for and complete a variety of complex transactions and then reinvest in the smartest and most effective way to preserve and increase their wealth.
We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have. Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.
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Seran Investment Strategies is an innovative and experienced full-service financial service firm dedicated to helping people, such as you, plan their lives and then plan their finances.
Serving San Ramon, CA and outlying areas, John Kim and associates of Sourjohn-Kim Retirement Solutions is offering the following services, not limited to: * retirement planning * financial planning * education planning * investments * retirement planning